See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,808 | $162,781-44.2% | $133,956-32.2% | $158,922-42.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.77% | 41.94%-29.2pp | 45.09%-32.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,108 | $4,975-57.6% | $3,919-46.2% | $4,761-55.7% |
| Participant deferral / active EE | $8,630 | $5,911+46.0% | $5,048+71.0% | $5,982+44.3% |
| Admin fee / account holder | $30 | $11,736-99.7% | $8,927-99.7% | $11,246-99.7% |